Sweet, you have a CloseBot account with multiple bots! Now you need to know how to tie multiple bots into the same CRM account. You're in the right place 😎

First we want to create another bot. All subscriptions above Basic have the ability to do this. You can click the add sign or copy to create more bots. Under Label, give your bot a clear label for our routing purposes later.

Now that we have multiple bots we will create our objectives. One of your bots will be your default bot. The default bot will be the bot our leads engage with first and based on our objectives, will trigger when and where we pass off to our other bot(s).

In this case, the first bot is determining what type of service @lead_name wants and updating our field What type of service when that objective is complete. Later we will set up a workflow to look at the value of that field and route to a new bot accordingly.

Now that we have our default bot set up, lets go into our CloseBot workflow and branch to different webhooks with different bot numbers depending on which bot we want to respond.

Our first branch will route to our plumbing bot when our custom field What type of service is Plumbing. You could add other branches to account for the other fields you want routed to other bots but for this example I'm just going to route to my Plumbing bot. Keep in mind that you can make your bots update these fields for you so it's the first bot that's updating the field to route to the new bot!

Now we have the Plumbing Bot branch and our None branch. This none branch is our default bot. We need to copy our webhook over to that None branch and specify the other bot number that we want to respond if the value is not plumbing.

Similar to how you connected your first bot to your CRM, go to your bot settings page and connect your account to the other bot as well.